FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD #220515 SEC #801-96202 ALPHARETTA, GA 470-395-4749
SEC Registered
Total AUM
$663.8M
Discretionary
$657.8M
Employees
10
Clients
251
Accounts
1,779
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $663.8M | $657.8M | $6M | 10 | 0 |
| Jun 2025 | $663.8M | $657.8M | $6M | 10 | 0 |
| Jun 2025 | $663.8M | $657.8M | $6M | 10 | 0 |
| May 2025 | $663.8M | $657.8M | $6M | 10 | 0 |
| Feb 2025 | $663.8M | $657.8M | $6M | 10 | 0 |
| Oct 2024 | $566.1M | $560.4M | $5.7M | 10 | 0 |
| Aug 2024 | $566.1M | $560.4M | $5.7M | 10 | 0 |
| Feb 2024 | $566.1M | $560.4M | $5.7M | 10 | 0 |
| Nov 2023 | $515.1M | $509.2M | $5.9M | 8 | 0 |
| Sep 2023 | $515.1M | $509.2M | $5.9M | 8 | 0 |
| Aug 2023 | $515.1M | $509.2M | $5.9M | 8 | 0 |
| May 2023 | $515.1M | $509.2M | $5.9M | 8 | 0 |
| Feb 2023 | $515.1M | $509.2M | $5.9M | 8 | 0 |
| Feb 2023 | $488.2M | $481.9M | $6.3M | 8 | 0 |
| Mar 2022 | $488.2M | $481.9M | $6.3M | 8 | 0 |
| Feb 2022 | $488.2M | $481.9M | $6.3M | 8 | 0 |
| Aug 2021 | $392.8M | $384.4M | $8.4M | 7 | 0 |
| May 2021 | $392.8M | $384.4M | $8.4M | 7 | 0 |
| Feb 2021 | $392.8M | $384.4M | $8.4M | 7 | 0 |
| Jun 2020 | $350.1M | $341.7M | $8.4M | 7 | 0 |
| Mar 2020 | $350.1M | $341.7M | $8.4M | 7 | 0 |
| Nov 2019 | $293M | $285.1M | $7.9M | 7 | 0 |
| Nov 2019 | $293M | $285.1M | $7.9M | 7 | 0 |
| Jun 2019 | $293M | $285.1M | $7.9M | 7 | 0 |
| Mar 2019 | $293M | $285.1M | $7.9M | 7 | 0 |
| Mar 2018 | $276.7M | $268.8M | $7.9M | 6 | 336 |
| May 2017 | $237.5M | $230.1M | $7.4M | 6 | 300 |
| Feb 2017 | $237.5M | $230.1M | $7.4M | 6 | 300 |
| Mar 2016 | $185.6M | $179.3M | $6.2M | 5 | 300 |
| Feb 2016 | $185.6M | $179.3M | $6.2M | 5 | 300 |
| Oct 2015 | $143M | $140M | $3M | 5 | 0 |
| Jul 2015 | $143M | $140M | $3M | 5 | 0 |
| Jun 2015 | $0 | $0 | $0 | 7 | 0 |
| May 2015 | $0 | $0 | $0 | 7 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$663.8M
Discretionary$657.8M
Non-Disc.$6M
Employees10
Clients0
DateJun 2025
Total AUM$663.8M
Discretionary$657.8M
Non-Disc.$6M
Employees10
Clients0
DateJun 2025
Total AUM$663.8M
Discretionary$657.8M
Non-Disc.$6M
Employees10
Clients0
DateMay 2025
Total AUM$663.8M
Discretionary$657.8M
Non-Disc.$6M
Employees10
Clients0
DateFeb 2025
Total AUM$663.8M
Discretionary$657.8M
Non-Disc.$6M
Employees10
Clients0
DateOct 2024
Total AUM$566.1M
Discretionary$560.4M
Non-Disc.$5.7M
Employees10
Clients0
DateAug 2024
Total AUM$566.1M
Discretionary$560.4M
Non-Disc.$5.7M
Employees10
Clients0
DateFeb 2024
Total AUM$566.1M
Discretionary$560.4M
Non-Disc.$5.7M
Employees10
Clients0
DateNov 2023
Total AUM$515.1M
Discretionary$509.2M
Non-Disc.$5.9M
Employees8
Clients0
DateSep 2023
Total AUM$515.1M
Discretionary$509.2M
Non-Disc.$5.9M
Employees8
Clients0
DateAug 2023
Total AUM$515.1M
Discretionary$509.2M
Non-Disc.$5.9M
Employees8
Clients0
DateMay 2023
Total AUM$515.1M
Discretionary$509.2M
Non-Disc.$5.9M
Employees8
Clients0
DateFeb 2023
Total AUM$515.1M
Discretionary$509.2M
Non-Disc.$5.9M
Employees8
Clients0
DateFeb 2023
Total AUM$488.2M
Discretionary$481.9M
Non-Disc.$6.3M
Employees8
Clients0
DateMar 2022
Total AUM$488.2M
Discretionary$481.9M
Non-Disc.$6.3M
Employees8
Clients0
DateFeb 2022
Total AUM$488.2M
Discretionary$481.9M
Non-Disc.$6.3M
Employees8
Clients0
DateAug 2021
Total AUM$392.8M
Discretionary$384.4M
Non-Disc.$8.4M
Employees7
Clients0
DateMay 2021
Total AUM$392.8M
Discretionary$384.4M
Non-Disc.$8.4M
Employees7
Clients0
DateFeb 2021
Total AUM$392.8M
Discretionary$384.4M
Non-Disc.$8.4M
Employees7
Clients0
DateJun 2020
Total AUM$350.1M
Discretionary$341.7M
Non-Disc.$8.4M
Employees7
Clients0
DateMar 2020
Total AUM$350.1M
Discretionary$341.7M
Non-Disc.$8.4M
Employees7
Clients0
DateNov 2019
Total AUM$293M
Discretionary$285.1M
Non-Disc.$7.9M
Employees7
Clients0
DateNov 2019
Total AUM$293M
Discretionary$285.1M
Non-Disc.$7.9M
Employees7
Clients0
DateJun 2019
Total AUM$293M
Discretionary$285.1M
Non-Disc.$7.9M
Employees7
Clients0
DateMar 2019
Total AUM$293M
Discretionary$285.1M
Non-Disc.$7.9M
Employees7
Clients0
DateMar 2018
Total AUM$276.7M
Discretionary$268.8M
Non-Disc.$7.9M
Employees6
Clients336
DateMay 2017
Total AUM$237.5M
Discretionary$230.1M
Non-Disc.$7.4M
Employees6
Clients300
DateFeb 2017
Total AUM$237.5M
Discretionary$230.1M
Non-Disc.$7.4M
Employees6
Clients300
DateMar 2016
Total AUM$185.6M
Discretionary$179.3M
Non-Disc.$6.2M
Employees5
Clients300
DateFeb 2016
Total AUM$185.6M
Discretionary$179.3M
Non-Disc.$6.2M
Employees5
Clients300
DateOct 2015
Total AUM$143M
Discretionary$140M
Non-Disc.$3M
Employees5
Clients0
DateJul 2015
Total AUM$143M
Discretionary$140M
Non-Disc.$3M
Employees5
Clients0
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0